Consulting / First step

Bring the context.

Please complete this form before your kickoff or consultation. Estimates are welcome; write “unknown” where needed, and skip questions that don't apply. Don't include passwords, payment details, or personal customer records.

Client questionnaire

Digital marketing consulting intake.

Your responses go to Jessica's inbox so she can review the project before you speak. Nothing is stored on this website. Fields are optional except name and email.

Name

Phone (optional)

Business and project details

Business or artist name and website

Primary contact name

Primary contact role

Decision maker and final approver

Selected service

Target start date

Your main goal

What is the single most important outcome for the next 90 days?

What are you promoting, and who should take action?

What is the deadline or event date, and what cannot move?

What would make this engagement successful?

Audience, offer, and budget

Who is your ideal customer or fan? Include locations and buying motivations.

What are you selling? Include price, availability, and purchase link.

Why would someone choose your offer, and what might prevent them from buying?

Which audiences already know you? For example, an email list, past buyers, followers, or website visitors.

What is your monthly advertising budget? Keep it separate from consulting and production.

What creative or technical resources and budget are available?

Who will implement the recommendations, and how many hours can they commit?

Are there seasonal deadlines, ticketing restrictions, or approval requirements?

Current marketing and access

Which channels and advertising platforms are active? Include account names and links.

What has worked or failed? Include dates, spend, and results if available.

How are sales, leads, or ticket purchases measured? Can you provide recent reports?

Which ticketing, ecommerce, email, and analytics tools do you use?

Who controls account ownership, billing, and access approvals?

Which competitors or comparable businesses should we review, and why?

Materials and links

Share links to relevant performance reports from the last 90 days, current creative, brand guidelines, offer details, deadlines, and previous plans. Redact customer information. For a Clarity Session, send only the two links or reports agreed for review. JDI will request appropriate platform access only where needed. Use platform invitations with the minimum permissions required, retain ownership, and enable two-factor authentication. Tell us about any data or access limitations before the review begins.

Only your name and email are required. Don't share passwords, payment details, or personal customer records.